A Compliance type defines the type of compliance requirement needed in your project (ex: General Liability Insurance, Workman’s Comp Insurance, etc.). Compliance types can be set up as required or
A Compliance type defines the type of compliance requirement needed in your project (ex: General Liability Insurance, Workman’s Comp Insurance, etc.). Compliance types can be set up as required or
If you want a Compliance Notification document to be routed to a specific person whenever a requirement is out of compliance, you’ll need to activate the Compliance Notification Doc Type.
The ComplianceNotificationText rules are used to establish the text that will be used in the Introduction, Notification, and Action parts of the Compliance Notification document. This text will also be
Compliance Notification Printout If the Compliance Notification document will be routed to someone via e-mail or fax, you will need a template for the Compliance Notification Doc Type. Most likely
If you will use an automatic workflow for a Compliance type, you need to ensure that Automatic Workflow is turned on in the Spitfire Installation and Configuration Tool (ICTool.exe). ICTool
Because compliance tracking is not limited to specific projects, it is wise to create a Spitfire role to give to the person(s) who will receive Compliance Notification documents – for
Predefined Routes When some requirement in your project is out of compliance, you will want the right people to receive the Compliance Notification document. You can create a predefined route
If you have created a new role (such as Compliance Staff) and used it in a predefined route, you need to give that role to one or more Spitfire users.
You can run through this test to see to see it all is working as you expect. If there are problems, go back over all the steps to see if
Prerequisite Before a Forecast document can be created, your project must have an Approved Initial Budget. The BFA workbook in Forecast mode takes a complete financial snapshot of your project,